See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,479 | $78,422-16.5% | $95,952-31.8% | $79,858-18.0% |
| Participation rate | 56.7% | 73.5%-16.8pp | 77.1%-20.4pp | 69.6%-13.0pp |
| Annual return | 18.11% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $775 | $1,945-60.2% | $2,541-69.5% | $2,471-68.6% |
| Participant deferral / active EE | $2,041 | $3,440-40.7% | $4,167-51.0% | $3,740-45.4% |
| Admin fee / account holder | $10,993 | $5,622+95.5% | $6,795+61.8% | $5,306+107.2% |